Tanglewood Legacy Advisors, LLC Ishares Core S&P 500 ETF Transaction History

Tanglewood Legacy Advisors, LLC

$225 Billion
Q3 2024

A detailed history of Tanglewood Legacy Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 2,529 shares of IVV stock, worth $1.48 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

2,529

Previous 2,624 3.62%

Holding current value

$1.48 Million

Previous $1.44 Billion 1.56%

% of portfolio

0.65%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$520.18 - $576.82 $49,417 - $54,797	-95 Reduced 3.62%	2,529 $1.46 Billion
Q2 2024 Jul 17, 2024	SELL	$497.53 - $549.64 $195,529 - $216,008	-393 Reduced 13.03%	2,624 $1.44 Billion
Q1 2024 Apr 16, 2024	BUY	$469.56 - $525.73 $341,370 - $382,205	727 Added 31.75%	3,017 $1.59 Billion
Q2 2023 Aug 01, 2023	SELL	$406.17 - $445.71 $46,303 - $50,810	-114 Reduced 4.74%	2,290 $1.02 Billion
Q1 2023 Apr 17, 2023	BUY	$381.13 - $418.66 $8,003 - $8,791	21 Added 0.88%	2,404 $988 Million
Q4 2022 Feb 13, 2023	BUY	$357.98 - $409.32 $853,066 - $975,409	2,383 New	2,383 $916 Million

Others Institutions Holding IVV

# of Institutions

3,376

Shares Held

671M

Call Options Held

715K

Put Options Held

951K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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Tanglewood Legacy Advisors, LLC Ishares Core S&P 500 ETF Transaction History